Walker Crips
Walker Crips is an FCA-regulated UK wealth management firm offering investment management, financial planning, SIPP/SSAS pension administration, and structured investments to high net worth individuals, pension scheme members, and financial adviser intermediaries. Founded in 1914 and acquired by PhillipCapital UK in March 2026.
- Company typePrivate
- Founded1914
- HeadquartersLondon, United Kingdom
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Walker Crips does
Walker Crips is a UK-based, FCA-regulated wealth management firm tracing its operating history to 1914, when its predecessors first transacted on the London Stock Exchange. The firm organises its offering around four core product areas: Investment Management (discretionary, advisory managed, and advisory dealing services aligned to client risk preferences), Financial Planning (personalised advice across life assurance, retirement, inheritance, and tax-efficient savings), Pension Administration under the SIPP and SSAS schemes (traded through Ebor Trustees Limited), and Structured Investments (award-winning plans linked to major stock market indices plus the newer Alternative Edge sub-brand covering commodities and tech markets). Supporting services include execution-only share dealing via telephone and internet channels, a client portal for account access and portfolio management, and educational content (market news, weekly commentary, videos, podcasts, investment glossary).
The operating architecture spans five UK-registered entities — Walker Crips Group Limited, Walker Crips Investment Management Limited, Walker Crips Financial Planning Limited, Ebor Trustees Limited, and Barker Poland Asset Management LLP — each separately FCA-authorised. The firm operates from four UK offices: London (headquarters at 128 Queen Victoria Street), York (pensions hub at Apollo House), Birmingham, and Norwich. Distribution combines direct advisory sales to high net worth individuals and pension scheme members with an intermediary channel that places structured products with financial advisers, institutions, and professional intermediaries; structured products are developed with leading investment banks on an independent basis.
Revenue is generated through four recurring and transactional streams: investment management fees (subscription/recurring on AUM), financial planning fees (professional services), structured investments distribution (transaction fees embedded in product pricing), and SIPP/SSAS pension administration (subscription). Specific pricing is not publicly disclosed; SSAS fees are published in a downloadable PDF. Go-to-market is sales-led with content marketing, social media (LinkedIn, X, Facebook, YouTube), and an adviser intermediary network. Following a "challenging financial year" signalled by a £5 million emergency working capital loan from Phillip Brokerage Pte Ltd in July 2025, the firm was acquired by Singapore-based PhillipCapital UK via a £5.96 million Scheme of Arrangement completed on March 3, 2026; leadership was subsequently consolidated under a single CEO (Sean Lam) following the June 2026 departure of co-CEO Christian Dougal.
Walker Crips firmographics
Firmographics- Name
- Walker Crips
- Legal name
- Walker Crips Group Limited
- Website
- https://walkercrips.co.uk
- Company type
- Private
- Founded year
- 1914
- Operating status
- Acquired
- Headcount range
- 101–250 employees
- Short description
- Walker Crips is an FCA-regulated UK wealth management firm offering investment management, financial planning, SIPP/SSAS pension administration, and structured investments to high net worth individuals, pension scheme members, and financial adviser intermediaries. Founded in 1914 and acquired by PhillipCapital UK in March 2026.
- Ownership category
- akta.pro rank
Walker Crips industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Retail Investment Products (RIPs) & Packaged Products (PRIIPs/KIDs) (FSACAMAN)
Keywords
Where Walker Crips is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices4 records
Markets served
Walker Crips business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Management Fees: Fees charged for investment management services including discretionary, advisory managed, and advisory dealing. Services aligned with client experience, investment aims and risk preferences.
- Financial Planning Services: Personalized financial planning services with advisers devising plans centered around individual objectives from a broad range of appropriate solutions.
- Structured Investments Distribution: Distribution of structured investment products developed with leading investment banks, providing carefully considered structured investments since 2008.
- Pension Administration (SIPP & SSAS): Self Invested Personal Pension (SIPP) and Small Self-Administered Scheme (SSAS) administration services for individuals and companies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | SSAS fees available on request via PDF document |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Walker Crips product offering
Product offeringCore offering
Walker Crips provides investment management services (discretionary, advisory managed, advisory dealing), personalised financial planning, SIPP and SSAS pension administration, and structured investment products (including the Alternative Edge sub-brand for commodities and tech markets) co-developed with leading investment banks. The firm serves individual investors seeking wealth management and retirement planning, as well as financial advisers and institutions distributing structured investments to their clients.
Product overview
Walker Crips is a UK wealth management firm offering a comprehensive suite of financial services organized around four core product areas: Investment Management (discretionary, advisory managed, and advisory dealing), Financial Planning, Pension Products (SIPP and SSAS), and Structured Investments. The firm operates two structured investment brands: the core Walker Crips Structured Investments (established 2008) providing products linked to major stock market indices, and the newer Alternative Edge sub-brand offering innovative products across commodities and tech markets. Supporting services include a Client Portal for account access, share dealing facilities, and educational resources. The product architecture follows a unified platform approach where these services can be used independently or in combination to meet client wealth management needs.
Differentiator
Problem solved
Functional benefit
Brands
- Walker Crips Structured Investments: A division of Walker Crips Investment Management Limited providing structured investments designed to complement traditional investment strategies. Offers investment plans and deposit plans linked to major stock market indices, including the Alternative Edge suite for commodities and tech markets.
- Alternative Edge
- Walker Crips Pensions
Products and services
- Investment Management
Companies that use Walker Crips
Customer profileSegments4 records
Ideal customer profiles4 records
Walker Crips technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Walker Crips partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor and core.
- DWF (law firm)minorLaw firm DWF advised Walker Crips Group on the takeover deal by PhillipCapital UK.
- Singer Capital Markets Advisory LLPminorFinancial advisor Singer Capital Markets Advisory LLP advised Walker Crips Group on the £5.96 million takeover deal with PhillipCapital UK.
- Leading Investment BankscoreWalker Crips Structured Investments works with leading investment banks on an independent basis to offer a comprehensive range of structured investments. Products are designed to complement traditional investment strategies with features to suit a full range of risk appetites.
Scale indicators6 records
Recent moves7 records
Expansion highlights5 records
Walker Crips competitors and assessment
Company assessmentDirect peers
- Charles Stanley: UK wealth manager historically offering discretionary, advisory, and execution-only share dealing alongside financial planning — closely parallel to Walker Crips' pre-acquisition product mix. Acquired by Raymond James, illustrating the consolidation path Walker Crips has followed.
- Mariana Investments: UK structured products provider offering investment and deposit plans linked to indices, equities, and commodities, distributed via financial advisers. Closely comparable to Walker Crips Structured Investments, including the Alternative Edge-style commodity and thematic offerings.
- Brooks Macdonald: UK wealth manager providing discretionary investment management, financial planning, and asset management to private clients, intermediaries, and charities. Closely aligned with Walker Crips on multi-channel distribution and HNW targeting.
- Meteor Asset Management: UK-based structured investment specialist designing and distributing structured products to UK retail and HNW clients through financial advisers. Directly comparable to Walker Crips Structured Investments in product scope and intermediary distribution model.
- Killik & Co: Independent UK wealth manager focused on discretionary investment management, advisory dealing, and financial planning for HNW individuals. Directly comparable in independent positioning and multi-service HNW wealth management.
- JM Finn: UK-based discretionary investment manager serving private clients, intermediaries, and institutions, with an emphasis on bespoke portfolio management. Comparable to Walker Crips Investment Management's discretionary and advisory managed services.
Broad incumbents
- Rathbones Group: UK-listed wealth manager offering discretionary investment management, financial planning, and advisory services to HNW individuals. Directly comparable in core investment management and financial planning offerings, with materially larger AUM and scale.
- St. James's Place: Major UK wealth manager distributing investment, pension, and financial planning products through a large adviser network. Comparable in product breadth including pensions and structured solutions, but operates at vastly greater scale via its partnership model.
- Quilter: Large UK wealth manager with discretionary investment management, financial planning, and platform services. Competes with Walker Crips in HNW advice and investment management, but at substantially greater scale through its platform and adviser network.
- Evelyn Partners: UK wealth management and professional services firm formed from the merger of Tilney and Smith & Williamson, offering investment management, financial planning, and tax/trust services to HNW clients. Comparable in HNW advisory and SIPP/SSAS administration capability.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Walker Crips social profiles
Digital presenceWalker Crips compliance and trust
Trust signalCompliance2 records
Walker Crips financial estimates
Financial estimateRevenue estimate
Valuation estimate
Walker Crips leadership team
Management profileNumber of profiles
Profiles1 record
Walker Crips subsidiaries and ownership
Company hierarchySubsidiaries4 records
Walker Crips funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Walker Crips M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Walker Crips
What does Walker Crips do?
Walker Crips provides investment management services (discretionary, advisory managed, advisory dealing), personalised financial planning, SIPP and SSAS pension administration, and structured investment products (including the Alternative Edge sub-brand for commodities and tech markets) co-developed with leading investment banks. The firm serves individual investors seeking wealth management and retirement planning, as well as financial advisers and institutions distributing structured investments to their clients.
Is Walker Crips a public or private company?
Walker Crips is a private company. It is classified as corporate owned and is currently acquired.
When was Walker Crips founded?
Walker Crips was founded in 1914. It employs 101 to 250 people.
Where is Walker Crips based?
Walker Crips is headquartered in London, United Kingdom, in the Europe region.
How does Walker Crips make money?
Four revenue lines are on record. Investment Management Fees are the primary driver. The others are financial Planning Services, structured Investments Distribution and pension Administration (SIPP & SSAS).
Who are Walker Crips's main competitors?
Direct peers on record are Charles Stanley, Mariana Investments, Brooks Macdonald, Meteor Asset Management, Killik & Co and JM Finn. Broad incumbents are Rathbones Group, St. James's Place, Quilter and Evelyn Partners.
Does Walker Crips have an API?
No public API is recorded for Walker Crips.
What industry is Walker Crips in?
Walker Crips's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSACAMAN, Retail Investment Products (RIPs) & Packaged Products (PRIIPs/KIDs). Its NAICS code is 523940 and its SIC code is 6282.